With global assets under management predicted to grow to more than $100 trillion by 2020, asset managers will become more influential and, as a result, will attract increased scrutiny from tax authorities and clients alike. According to a rece...

Good help is hard to find. | Copyright Justin Sullivan, Getty Images According to a Genworth study, half of the 1,200 caregivers surveyed said providing care for loved ones took a significant toll on their careers, and 11 percent said they los...

Advisors can learn a lesson from his contradictions

Advisors need to provide the high-quality client experiences younger investors expect, but do so in very efficient ways.

We'll take the middle one. | Copyright Matt Cardy, Getty Images Investment advice is more than telling your clients "no" to those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understanding m...

We're color blind. | Copyright Neilson Barnard, Getty Images Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according to t...

Costs rose 7 percent among family offices globally from the year prior, even as they saw a 2.4 percentage point drop in the returns on an average portfolio, according to a new report. A great deal of the total cost increase among global family...

If you strip away all of the murder, plotting, betrayal and mental illness, you reach a core of estate planning issues that are shockingly common in the real world